Investment Account

Trade equities and manage your mutual funds and savings all in one place. Taxes will be deferred until you withdraw money from the investment account. Contact one of our investment advisers to find out if an Investment Account is right for you.

Build your own investment portfolio

With our Investment Account you can trade equities and manage your mutual funds and savings - all in one place.

Find and choose the investments that suit you best. We can offer you investment funds from a wide range of renowned portfolio managers. Trade equities with our online equity trading solution. Keep track of your investments through our online solutions on dnb.no.

Reporting is made easy with an annual report that you will receive directly from DNB Liv.

Suitable if you:

Want to steer when taxes are triggered

Would like to manage savings and investments from one account

Want to reduce paperwork as much as possible when filing your tax returns

Investment options – Investment Account

Funds:

Equity funds

Fixed income funds

Bond funds

Balanced funds

Index funds

Bank accounts

Securities:

Norway:

Oslo OBX ▪ Oslo Axess ▪ ETF

Sweden:

Stockholm Stock Exchange ▪ ETF

Denmark:

Copenhagen Stock Exchange

Finland:

Helsinki Stock Exchange

USA:

S&P 500 ▪ The Philadelphia Oil Service Sector Index

You can choose between the following portfolio managers:

DNB Asset Management

Holberg Fondene

Alfred Berg Kapitalforvaltning

JP Morgan Asset Management

East Capital

Morgan Stanley Asset Management

Hermes Investment Management

Odin Forvaltning AS

FIM

Pareto Asset Management

Nomura Asset Management

OFI Global Asset Management

Storebrand Asset Management

Conditions:

Minimum required investment amount: NOK 10 000

Annual administration fee: 0 %

Front-end fees: 0 %

No fees apply when buying and selling funds in connection with the Investment Account

In the event of the death of the account holder, 101 % of insured value will be paid

* DNB Markets rates always apply (including any applicable discounts)

Please note:

A shielding deduction does not apply

The Investment Account is subject to wealth tax

Withdrawing funds from the Investment Account triggers a tax of 23 %

Owning equities through an Investment Account does not entitle you to voting at shareholders' meetings

Smart Order Routing

Smart Order Routing (SOR) is a technological solution that within a fraction of a second compares prices in many trading markets. This ensures that you get the best available price.

Ethical investments

All investments made ny DNB in connection with the Investment Account are quality assured in accordance with DNB's ethical guidelines. Our guidelines are in line with UN and OECD ethics and business principles.